Did management answer the analysts?
12 analyst questions audited, 5 evaded or deflected.
View Claim Ledger →3i Infotech reported Q4 FY26 revenue of ₹175.7 crore, up 2.1% sequentially, with full-year revenue at ₹693.3 crore reflecting a deliberate degrowth strategy as the company exited low-margin contracts.
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3i Infotech reported Q4 FY26 revenue of ₹175.7 crore, up 2.1% sequentially, with full-year revenue at ₹693.3 crore reflecting a deliberate degrowth strategy as the company exited low-margin contracts. EBITDA for FY26 stood at ₹72 crore, up 53.3% YoY, with margins improving to 10.4% from 6.5% in FY25, driven by cost controls and a focus on profitability. The company added 80 new logos and achieved a 90% renewal rate in its AAA segment, while BPS faced headwinds from regulatory insourcing and AI-led automation. Management guided for a meaningful revenue step-up in FY27, driven by stronger sales execution and COE ramp-up, but did not provide specific numbers. Key risks include legacy contingent liabilities (~₹230 crore) and potential further BPS client churn.
12 analyst questions audited, 5 evaded or deflected.
View Claim Ledger →Legacy contingent liabilities
View Risks →Full transcript text is available on this route.
Read Transcript →Includes 60 in AAA, 9 in infrastructure, 10 in BPS, and 1 in other segments.
AAA segment contributed 71% of total revenue; renewal rate reflects strong client retention.
Improved from 11.8% in Q4 FY25, indicating better employee stability.
Improved from 65 days in FY25, reflecting stronger working capital management.
Management expects meaningful revenue growth in FY27 driven by stronger sales execution, COE ramp-up, and BPS repositioning from Q2 onwards.
Contingent liabilities of ~₹230 crore (60% of market cap) from tax disputes and litigations (Rail, eMudra) could crystallize, though management exp...
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